What We Do

President's Bio

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Cornerstone Asset Management can help you in the following areas:

 Investment Management and Counseling
  • Review Investment Strategy and Personal Goals
  • Establish Asset Allocation Strategies
  • Provide Real Estate Management Services
  • Develop Customized Portfolio Performance Reporting
Accounting, Tax Planning and Tax Preparation (See note below*)
  • Provide Business Bookkeeping Services
  • Review and Manage Payroll Activities
  • Federal and State Tax Planning and Tax Preparation
  • Address Local Property Tax Issues
  • Review and Manage Retirement Plans
  • Provide Personal Bill Paying Services
Estate and Gift Planning (See note below*)
  • Arrange for Trust and Estate Planning
  • Review Control and Succession Issues
  • Evaluate Philanthropic Services
Legal Counseling (See note below*)
  • Consider Liability Issues
  • Plan for Transfer of Real Estate or Business
  • Analyze Family Limited Partnership Issues
  • Review Small Business Arrangements
Risk Management and Insurance Counseling
  • Review Home and Business Property Insurance
  • Provide Liability Insurance Counseling
  • Evaluate Health, Disability, and Long Term Care Insurance
Cornerstone Asset Management Group provides these services for a monthly fee. 
*Please note that the monthly fee will not include Federal tax return preparation, legal document preparation, or other CPA or legal services.  Fees for those services are paid directly to the CPA and law firms that provide those services.